MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $9.29B
1-Year Est. Return 28.08%
This Quarter Est. Return
1 Year Est. Return
+28.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.18B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$222M
3
+$168M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$124M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$110M

Top Sells

1
+$159M
2
+$79.5M
3
+$74.1M
4
META icon
Meta Platforms (Facebook)
META
+$73.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$72.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 8.19%
3 Financials 6.23%
4 Consumer Discretionary 4.28%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$301K ﹤0.01%
4,510
202
$293K ﹤0.01%
8,800
-200
203
$281K ﹤0.01%
3,384
+3,300
204
$279K ﹤0.01%
12,365
-15,600
205
$256K ﹤0.01%
5,569
+319
206
$248K ﹤0.01%
2,731
-18
207
$244K ﹤0.01%
10,011
-313
208
$243K ﹤0.01%
1,850
+1,180
209
$242K ﹤0.01%
22,450
210
$222K ﹤0.01%
11,264
-3,151
211
$222K ﹤0.01%
2,520
+645
212
$215K ﹤0.01%
12,405
-62
213
$213K ﹤0.01%
92,679
214
$209K ﹤0.01%
+648
215
$204K ﹤0.01%
1,300
216
$194K ﹤0.01%
478
-130,000
217
$193K ﹤0.01%
1,807
-455
218
$188K ﹤0.01%
3,531
+281
219
$186K ﹤0.01%
+5,000
220
$179K ﹤0.01%
+231
221
$168K ﹤0.01%
2,843
222
$163K ﹤0.01%
2,000
+1,920
223
$144K ﹤0.01%
19,000
-1,000
224
$131K ﹤0.01%
5,130
+500
225
$130K ﹤0.01%
2,851
-1,188
7 8
9
10 11